SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 219 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,469,000 | -9.9% | 38,144 | -2.4% | 0.88% | -5.1% |
| Q3 2018 | $1,631,000 | +0.8% | 39,077 | +0.9% | 0.93% | +13.3% |
| Q2 2018 | $1,618,000 | +11.9% | 38,725 | +2.4% | 0.82% | +6.9% |
| Q1 2018 | $1,446,000 | +5.5% | 37,811 | +14.9% | 0.77% | +9.4% |
| Q4 2017 | $1,370,000 | +3.1% | 32,914 | +1.9% | 0.70% | -3.2% |
| Q3 2017 | $1,329,000 | +1.8% | 32,307 | +1.9% | 0.72% | -5.9% |
| Q2 2017 | $1,306,000 | +1.1% | 31,694 | +0.0% | 0.77% | -6.8% |
| Q1 2017 | $1,292,000 | +165.8% | 31,693 | +142.4% | 0.82% | +94.8% |
| Q3 2015 | $486,000 | -72.1% | 13,073 | -72.7% | 0.42% | -67.1% |
| Q2 2015 | $1,742,000 | -9.6% | 47,966 | +1.0% | 1.29% | -20.9% |
| Q1 2015 | $1,927,000 | -4.6% | 47,511 | -8.4% | 1.63% | +22.2% |
| Q4 2014 | $2,020,000 | – | 51,872 | – | 1.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 1,116,896 | $52,684,000 | 11.71% |
| PIERSHALE FINANCIAL GROUP, INC. | 430,716 | $20,317,000 | 11.49% |
| Q3 Asset Management | 75,033 | $3,540,000 | 8.82% |
| Invst, LLC | 412,268 | $19,249,000 | 8.67% |
| Fund Evaluation Group, LLC | 899,283 | $42,419,000 | 7.90% |
| Premise Capital, LLC | 214,152 | $10,102,000 | 7.50% |
| CITIZENS & NORTHERN CORP | 268,261 | $12,654,000 | 6.90% |
| MONEYWISE, INC. | 164,861 | $7,777,000 | 6.28% |
| Moisand Fitzgerald Tamayo, LLC | 231,556 | $10,923,000 | 5.91% |
| Brand Asset Management Group, Inc. | 187,097 | $8,825,000 | 5.85% |